| Tompkins Financial Corp | 81 | $15.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 80 | $15.5K | 0.00% | −3−3.6% | Reduced |
| Adirondack Trust Co | 80 | $15.5K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 77 | $14.9K | 0.00% | +25+48.1% | Added |
| AdvisorNet Financial, Inc | 76 | $14.7K | 0.00% | +36+90.0% | Added |
| Webster Bank, N. A. | 75 | $14.5K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 75 | $14.5K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 75 | $14.5K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 75 | $14.5K | 0.00% | +1+1.4% | Added |
| Hemington Wealth Management | 82 | $14.0K | 0.00% | +82 | New |
| MV Capital Management, Inc. | 72 | $14.0K | 0.00% | −19−20.9% | Reduced |
| West Paces Advisors Inc. | 70 | $13.6K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 66 | $12.8K | 0.01% | −30−31.3% | Reduced |
| EnRich Financial Partners LLC | 66 | $12.8K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 65 | $12.6K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 65 | $12.6K | 0.01% | +65 | New |
| Rothschild Investment LLC | 63 | $12.2K | 0.00% | −194−75.5% | Reduced |
| New England Capital Financial Advisors LLC | 63 | $12.2K | 0.01% | −50−44.2% | Reduced |
| Hilltop National Bank | 60 | $11.6K | 0.00% | +60 | New |
| ZRC Wealth Management, LLC | 58 | $11.2K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 54 | $10.5K | 0.00% | −41−43.2% | Reduced |
| GW&K Investment Management, LLC | 53 | $10.0K | 0.00% | +3+6.0% | Added |
| Roble, Belko & Company, Inc | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 51 | $9.89K | 0.00% | −7−12.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 50 | $9.69K | 0.00% | −50−50.0% | Reduced |
| Tradewinds Capital Management, LLC | 50 | $9.69K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $9.69K | 0.01% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 48 | $9.30K | 0.00% | −52−52.0% | Reduced |
| Johnson Financial Group, Inc. | 47 | $9.11K | 0.00% | +8+20.5% | Added |
| SJS Investment Consulting Inc. | 46 | $8.92K | 0.00% | +37+411.1% | Added |
| Indiana Trust & Investment Management CO | 45 | $8.72K | 0.00% | −20−30.8% | Reduced |
| Rakuten Securities, Inc. | 45 | $8.72K | 0.00% | −5−10.0% | Reduced |
| Pinnacle Bancorp, Inc. | 45 | $8.72K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 45 | $8.72K | 0.01% | +43+2,150.0% | Added |
| West Oak Capital, LLC | 45 | $8.70K | 0.00% | −1−2.2% | Reduced |
| Hexagon Capital Partners LLC | 44 | $8.53K | 0.00% | −1−2.2% | Reduced |
| Rosenberg Matthew Hamilton | 44 | $8.53K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 44 | $8.53K | 0.00% | +30+214.3% | Added |
| McIlrath & Eck, LLC | 43 | $8.27K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 40 | $7.75K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 40 | $7.75K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 40 | $7.75K | 0.00% | +40 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 34 | $7.73K | 0.00% | −819−96.0% | Reduced |
| Prestige Wealth Management Group LLC | 39 | $7.56K | 0.00% | −14−26.4% | Reduced |
| Bruce G. Allen Investments, LLC | 37 | $7.17K | 0.01% | −19−33.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 37 | $7.17K | 0.00% | +20+117.6% | Added |
| Hazlett, Burt & Watson, Inc. | 37 | $7.00K | 0.00% | +37 | New |
| Concord Wealth Partners | 36 | $6.98K | 0.00% | −88−71.0% | Reduced |
| Truvestments Capital LLC | 36 | $6.98K | 0.00% | +36 | New |
| Caldwell Sutter Capital, Inc. | 34 | $6.59K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 33 | $6.40K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 31 | $6.00K | 0.00% | +20+181.8% | Added |
| Barrett & Company, Inc. | 30 | $5.82K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 30 | $5.82K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 29 | $5.62K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 29 | $5.62K | 0.00% | −448−93.9% | Reduced |
| Bangor Savings Bank | 28 | $5.43K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 28 | $5.43K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 26 | $5.04K | 0.00% | −75−74.3% | Reduced |
| Ancora Advisors, LLC | 26 | $5.04K | 0.00% | −19−42.2% | Reduced |
| Eagle Bay Advisors LLC | 26 | $5.04K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $4.85K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 22 | $4.26K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 22 | $4.26K | 0.00% | +22 | New |
| Larson Financial Group LLC | 22 | $4.26K | 0.00% | −464−95.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 22 | $4.26K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 25 | $4.12K | 0.00% | −73−74.5% | Reduced |
| Abound Wealth Management | 21 | $4.07K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 20 | $3.88K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 20 | $3.88K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 20 | $3.88K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 20 | $3.88K | 0.00% | +20 | New |
| Rogco, LP | 19 | $3.68K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 18 | $3.49K | 0.00% | −5−21.7% | Reduced |
| Winch Advisory Services, LLC | 16 | $3.10K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 16 | $3.10K | 0.00% | +16 | New |
| CarsonAllaria Wealth Management, Ltd. | 15 | $2.91K | 0.00% | +15 | New |
| Fortis Group Advisors, LLC | 15 | $2.91K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 14 | $2.65K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 13 | $2.52K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 13 | $2.52K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12 | $2.33K | 0.00% | −3−20.0% | Reduced |
| Fortitude Family Office, LLC | 12 | $2.33K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 11 | $2.13K | 0.00% | +11 | New |
| Penserra Capital Management LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $2.00K | 0.00% | −4−25.0% | Reduced |
| Byrne Asset Management LLC | 10 | $1.94K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 10 | $1.94K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 9 | $1.75K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 9 | $1.75K | 0.00% | +9 | New |
| Golden State Equity Partners | 9 | $1.74K | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 9 | $1.65K | 0.00% | −19−67.9% | Reduced |
| WR Wealth Planners, LLC | 8 | $1.55K | 0.00% | −372−97.9% | Reduced |
| Aspire Private Capital, LLC | 8 | $1.55K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 8 | $1.55K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7 | $1.36K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 7 | $1.36K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 7 | $1.36K | 0.00% | +7 | New |
